Sal Kargodorian, the Managing Member, has been providing personalized investment management, analysis and consulting services for over 25 years. Our specialty is Retirement Plans and Wealth Management. We provide services for 401(k) Plans, Profit Sharing Plans, Defined Benefit Pension Plans and Cash Balance Plans. Our clients are Medical and Dental practices, Law Firms, Accounting Firms, Agricultural and Manufacturing Corporations and all kinds of small-to-mid size businesses. Retirement Plan sizes range from a one-man plan to as large as over 400 employee plans. We also provide investment advisory services to the plan sponsors, to individuals, trusts, estates, charitable organizations, corporations and other business entities. Providing high quality investment advice is the firm’s only business.
We custody your funds and assets with the major custodians in the U.S. such as Charles Schwab or TD Ameritrade. We work independently as an Investment Advisor with a pure, objective approach to investment management. We provide a refreshing alternative to large Wall Street firms. Our views in the asset allocation process are unbiased and are tailored to fall within the parameters of the client’s risk profile. We acknowledge that no two investors are alike and customize our investment strategy models to adapt to each client. In addition, we provide tactical recommendations to our clients to keep their portfolios current with global market trends.
For those who have been working with Golden K Plans, Inc., our affiliate business entity that handles the Third Party Administration services of your 401(k) Plans, Pension & Profit Sharing Plans, it is still in full force, providing high quality plan designs and administration of your retirement plan(s).
Investment advisors, like all providers of personal financial services, are required by law to inform their clients of their policies regarding privacy of client information. Investment advisors have been and continue to be bound by professional standards of confidentiality that are even more stringent than those required by law. Therefore, we have always protected your right to privacy.
TYPES OF NONPUBLIC PERSONAL INFORMATION WE COLLECT
We collect nonpublic personal information about you that is either provided to us by you or obtained by us with your authorization.
PARTIES TO WHOM WE DISCLOSE INFORMATION
For current and former clients, we do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law. Permitted disclosures include, for instance, providing information to our employees and, in limited situations, to unrelated third parties who need to know that information to assist us in providing services to you. In all such situations, we stress the confidential nature of information being shared.
PROTECTING THE CONFIDENTIALITY AND SECURITY OF CURRENT AND FORMER CLIENT’S INFORMATION
We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and in some cases, to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.
Please call or email us if you have any questions, because your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.
Disclosure: Golden K Plans & Wealth Management is the trade name for family of companies which includes Golden K Plans, Inc. and Golden K Wealth Management, LLC. Third Party Administrative and Compliance Services are provided by Golden K Plans, Inc. Investment Advisory Services are provided by Golden K Wealth Management, LLC.